+82.6%
GEVX vs VT
+21.2%
+61.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +6.0% | +7.5% |
| 7D | +15.8% | +1.0% | +14.8% | +11.3% |
| 30D | -6.3% | -0.2% | -6.0% | -4.9% |
| 3M | -2.2% | +4.5% | -6.8% | -13.9% |
| 6M | +26.9% | +14.1% | +12.8% | -18.2% |
| YTD | +77.0% | +14.8% | +62.2% | +7.7% |
| All | +82.6% | +21.2% | +61.3% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling